See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,375 | $138,044-33.8% | $125,339-27.1% | $134,475-32.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -22.08% | 750.33%-772.4pp | 572.05%-594.1pp | 417.96%-440.0pp |
| Employer contribution / active EE | $29,384 | $5,243+460.4% | $4,814+510.4% | $4,740+520.0% |
| Participant deferral / active EE | $796 | $7,799-89.8% | $7,446-89.3% | $6,400-87.6% |
| Admin fee / account holder | $33,301 | $11,571+187.8% | $10,010+232.7% | $11,426+191.4% |